* Fixed bug for when discount item field was left blank and saved, causing null errors

* Fixed bug for when discount item field was left blank and saved, causing null errors

+

* Added tracking to shipments on FB for fulfilled orders

{{HideH2|2019.1.01 – 1-31-2019 - Fishbowl 2019.1}}

{{HideH2|2019.1.01 – 1-31-2019 - Fishbowl 2019.1}}

Revision as of 19:46, 29 March 2019

The Salesforce module, located in the Integrations group, is an add-on module that can be installed from the Plugin module. After installing the plugin, a new module is added that integrates with Salesforce Enterprise or Salesforce Unlimited.

To grant access to additional users, assign the Salesforce-View access right to the appropriate groups in the User Group module

Setup

Complete the steps to prepare for the Salesforce integration. Then enter a Store Name and any other required information on the Store Settings tab of the Salesforce module.

Click the Connect button and log into Salesforce as a user with API access.

The Store Url and Pricebook fields will automatically populate after a successful connection.

The Clear Login Credentials checkbox clears the cache of the Fishbowl browser allowing you to connect with different user credentials. If this option is used to change an existing connection to a completely different Salesforce account, all the existing product and order links will become invalidated. Fishbowl Support will need to be contacted to remove those existing links.

TABS

Shopping cart plugins in Fishbowl have a standardized layout. Some of the images below show the options that are most common between all plugins. Any additional Salesforce options or notes are included at the bottom of each section.

Store Settings

Enter a name in the Store Name field and any other required information.

Click the button and verify that the connection to the Salesforce website is working.

Click the Save button at the top of the module to save the Salesforce settings.

Click the New button at the top of the module to configure another Salesforce store.

Order Import

Schedule - Select the Active checkbox to import orders on a set schedule. Click the Run task button to run the scheduled task right now. Data that has changed since the Last Sync date will be synchronized. This date will be updated automatically after a sync, or it can be manually edited to adjust which data will be synchronized.

Additional Salesforce information

A Salesforce opportunity must meet the following criteria before it is imported to Fishbowl:

Order

Use Salesforce Opportunity Owner As Salesperson - The Salesforce opportunity owner's first and last name must match a Fishbowl user's first and last name exactly or the order will fail to import.

Salesperson - Sales orders will be created using this salesperson.

Location Group - Sales orders will be created using this location group.

Class - When selected, sales orders will be created using this class as the sales order class.

Payment Terms - When selected, sales orders will be created using this payment term.

Shipping Terms - When selected, sales orders will be created using these shipping terms.

Assign Salesforce order number to Customer PO field - When selected, the Salesforce order number will be displayed in the Sales Order Customer PO field.

Use Salesforce order number as Fishbowl SO number - When selected, sales orders will be created using the Salesforce order number as the Fishbowl sales order number.

Add an order number prefix - Define a prefix to be set on imported sales order numbers. This option is only available when using the order number from {Salesforce.

Order Status Mapping

Use the table to assign Salesforce order statuses to Fishbowl order statuses. The Order Import task will only import orders from Salesforce that are in a status assigned to a Fishbowl order status. At least one active status mapping is required to use the Order Import task.

Customer

Use the options below to determine how customers are created in Fishbowl and what information is imported into Fishbowl.

Use a Default customer - This option will associate all imported sales orders with the customer selected in the Customer field. This could be used with a generic Fishbowl customer such as Salesforce Customer.

Use the Salesforce Billing Address - Use the billing address from the Salesforce order instead of the address for the default customer.

Use the Salesforce Shipping Address - Use the shipping address from the Salesforce order instead of the address for the default customer.

Use the Salesforce Customer and Addresses - This option will import the addresses and customer from the Salesforce order instead of using a generic customer.

Name - Select the Salesforce field that contains the customer name that should be imported into Fishbowl.

Alternate Name - An alternate field mapping when the primary mapping does not contain data.

Carrier Mapping

Carrier - Select the default carrier and service for orders that are imported from Salesforce to Fishbowl.

Order Export

Schedule - Select the Active checkbox to export orders on a set schedule. Click the Run task button to run the scheduled task right now. Data that has changed since the Last Sync date will be synchronized. This date will be updated automatically after a sync, or it can be manually edited to adjust which data will be synchronized.

Additional Salesforce information

Fishbowl will search Salesforce for the first account name that matches the Fishbowl customer name. If no match is found, an account is created in Salesforce. A Fishbowl order must meet the following criteria before it is exported to Salesforce:

The order has a status that is mapped to a Salesforce status through the Order Export mapping table .

Based on the Last Sync Date in the Schedule, the order was created since the last sync date.

Order Fulfillment

Schedule - Select the Active checkbox to export orders on a set schedule. Click the Run task button to run the scheduled task right now. Data that has changed since the Last Sync date will be synchronized. This date will be updated automatically after a sync, or it can be manually edited to adjust which data will be synchronized.

This export creates a note on the Salesforce opportunity containing the carrier, service, and tracking numbers of fulfilled sales orders.

Product Import

Schedule - Select the Active checkbox to import products on a set schedule. Click the Run task button to run the scheduled task right now. Data that has changed since the Last Sync date will be synchronized. This date will be updated automatically after a sync, or it can be manually edited to adjust which data will be synchronized.

NOTE: When setting up the shopping cart integration for the first time you will want to adjust the Last Sync to a date before any of your products were created (for example, setting the year to 2000) so that all of the products on your website will be imported.

The product import task imports products into Fishbowl from Salesforce. A product link is created by storing the Salesforce product ID in Fishbowl. Select ONE of the following options:

Link existing products - This option will match existing products in Fishbowl and Salesforce where data matches in the selected fields.

Import products - This option will import products from Salesforce into Fishbowl, creating them based on the field mapping and selected settings. If the weight or size UOM isn't set in Salesforce, the default UOMs listed here will be used.

Product Export

Schedule - Select the Active checkbox to export products on a set schedule. Click the Run task button to run the scheduled task right now. Data that has changed since the Last Sync date will be synchronized. This date will be updated automatically after a sync, or it can be manually edited to adjust which data will be synchronized.

Select ANY of the following options:

Export new products- Map the fields that should be exported from Fishbowl to Salesforce. A default weight UOM and size UOM can also be specified. The selected product trees will be included, or all product trees will be included if the field is left blank. Selecting the Export all products option will ignore the last sync date and attempt to push all of the Fishbowl products to Salesforce. The product tree filter will still apply.

Update linked products - This section has the same options as the Export new products section above. After the initial product export, only the selected fields will be updated.

Inventory Update

Schedule - Select the Active checkbox to export inventory levels to Salesforce on a set schedule. Click the Run task button to run the scheduled task right now. Data that has changed since the Last Sync date will be synchronized. This date will be updated automatically after a sync, or it can be manually edited to adjust which data will be synchronized.

NOTE: When setting up the shopping cart integration for the first time you will want to adjust the Last Sync to a date before any of your products were created (for example, setting the year to 2000) so that it includes all of your products (or any applicable product tree filter) when updating inventory levels.

Export company wide inventory - Include inventory quantities from all location groups in the inventory sync. If this option is unchecked, selected location groups can be added by clicking the Add button.

Inventory Type - Select the inventory quantity that should be used during the update: Available For Sale, Inventory On Hand, or Available To Pick.

Product Tree filter - The export can be limited to certain product tree categories. If this field is left blank, all products will be included in the export.

Use max inventory quantity - With this option enabled, the maximum inventory quantity sent to Salesforce can be limited. For example, if there is an available quantity of 4000 in Fishbowl, the quantity in Salesforce could be set to 999.

Troubleshooting

The attributes and IDs for orders and products can viewed or modified by clicking the Salesforce button at the top of the Sales Order module and the Product module.

Enter an email address in the Schedule module to receive error notifications.

To view the history of a scheduled task, including the result/error, click the History button in the Schedule module.

More details about recent errors can be viewed by opening the Data module and clicking the Server Log button.

Check for multiple versions of the Salesforce.jar file in C:\Program Files\Fishbowl\plugins\ or \Applications\Fishbowl\plugins\ on a Mac. If there are two Salesforce versions, exit the Fishbowl Server and remove the older version on all client and server computers.

Release Notes

2019.4.01 – 4-11-2019 - Fishbowl 2019.4

2019.3.0x – 3-14-2019 - Fishbowl 2019.3

Fixed bug when customer PO number did not populate correctly when the user did not have "Assign Channel Name order number to Customer PO field" checked

Fixed bug where order import option to add on order number prefix was not saving

Fixed bug when QB class setting was not being applied to regular products in orders

Fixed bug where plugins first loading into a new database displayed pop up windows that should not be there

Multi-currency support for orders and payments created from the channel. Multi-Currency must be turned on in FB

With multi-currency enabled there is an option to not create payments for international orders

Fixed bug when using the default payment method

Changed so create taxes option is set by default

Fixed bug for when discount item field was left blank and saved, causing null errors

Added tracking to shipments on FB for fulfilled orders

2019.1.01 – 1-31-2019 - Fishbowl 2019.1

**Please note, this update will require you to re-enter the order status mapping table data when first loading the plugin for both order import and order export tasks**

Added ability to choose whether to sync on hand vs. available to sale inventory quantity

Improved status mapping error messages during order import using advanced options and the order status hasn't been mapped

In the order import tab when using the customer matching option, we now provide an alternative mapping option if the first mapping option does not contain data from the cart

Fixed bug to reenable editing of existing order status mapping

Updated POS Import customer settings panel to have the same mapping options as the standard order import

Updated Test Connection success/fail dialog box

Added a popup window to notify users about status mapping tables being cleared

On the Inventory Update tab the location group drop down box is now replaced with a checkbox called "Sync all Location Groups"

When unchecked, a user-defined table gives ability to define which location group(s) will be used to sync to the Channel

Fixed bug when clicking next button sometimes it would bring the mapping back up that user just created in the order status mapping table

Fixed bug where lines could be added to order status mapping without data

2018.12.02 – 12-20-2018 - Fishbowl 2018.12

Added ability to map the SO contact, phone, and email fields when using the "Use default customer" option on the Order Import task2}}

Added option to add a custom prefix to the opportunity name on order import

Fixed bug where the wrong inventory quantity was synced in the following scenario:

When not using a location group (LG) filter and multiple LG's exist in the FB database and

When one of the LG's has more inventory allocated than inventory available for all LG's combined

2018.10.06 – 11/9/2018 - Fishbowl 2018.10

Do not skip this version unless installing the plugin for the first time. If you’re planning to update to a later version of Fishbowl, install 18.10 first, update your plugins, and open them so the data migrator (described below) can run. Then update Fishbowl to the desired version.

Fixed bug where the inventory object wasn't being created on first install of the plugin in Salesforce

Fixed bug where inventory updates all linked products instead of the first linked product in the list in FB

2018.8 – 8/23/2018 - Fishbowl 2018.8

New version number system to match Fishbowl.

Status mapping table will now display all Salesforce statuses, including custom ones.

Significantly reduced the number of API calls we’re making.

2.1 - 7/12/2018 - Fishbowl 2018.7

Bug Fixes

Updated for compatibility with Fishbowl version 2018.7

2.0 – 6/14/2018 - Fishbowl 2018.6

Newly redesigned with lots of new features

Ability to export orders to Salesforce to create opportunities

It's now possible to toggle between your sandbox and live accounts

1.14 – 3/8/2017 - Fishbowl 2018.3

Updated for compatibility with Fishbowl version 2018.3

1.10 – 10/10/2017 - Fishbowl 2017.9

Fixed a bug to only send "Fulfilled" orders in Fishbowl up to Salesforce

1.9 – 8/7/2017 - Fishbowl 2017.6

Fixed validation error against Fishbowl support status when using Salesforce plugin